Brokerage Services
From: $325.00 one time
Brokerage-Level Operations Services are designed to evaluate how a brokerage office, company, or group of locations actually operates behind the scenes. We start with an operational review to understand workflows, communication channels, and internal processes that support leadership and staff. From there, we design and implement custom Jotform apps and forms that replace ad-hoc methods with structured systems—creating clearer communication, better visibility, and more reliable day-to-day operations.
These systems are built exclusively for running the brokerage itself, not for agents or teams operating under it. By centralizing internal requests, approvals, and operational workflows, brokerages gain consistency, accountability, and scalability without adding unnecessary complexity. Training and ongoing support ensure the systems are adopted and maintained, giving leadership a stronger operational backbone that keeps the business moving smoothly.
Features
Operational evaluations tailored to brokerage offices and leadership teams
Custom-built Jotform apps and forms for internal workflows
Centralized communication and request management systems
Standardized processes that improve visibility and accountability
Training and ongoing support to ensure long-term adoption
What’s Included
- A comprehensive review of current brokerage operations and workflows
- Design of custom Jotform apps and forms tailored to internal needs
- Implementation of systems across one or multiple office locations
- Structured workflows for internal communication, requests, and approvals
- Training for leadership and staff to ensure confident adoption
- Ongoing support to maintain and refine operational systems
FAQs
No. This service is built exclusively for brokerage operations and leadership. It focuses on internal workflows, communication, and systems used to run the office—not tools agents or teams use for transactions or production.
We evaluate internal processes such as office communication, staff requests, approvals, compliance workflows, reporting, and other operational functions that support the brokerage’s day-to-day business.
Not necessarily. These solutions are designed to complement your existing tools by filling operational gaps and creating structured workflows, primarily using custom Jotform apps and forms tailored to your brokerage.
Yes. Training is included to ensure leadership and staff can confidently use the systems, and ongoing support is available to help maintain, adjust, and refine workflows as the business evolves.
